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H2O AM’s Iron Mountain IRM Stock Holding History

H2O AM’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$15K Hold
507
– – 0.04% 85
2020
Q3 		$14K Hold
507
– – 0.02% 87
2020
Q2 		$13K Sell
507
-15,584
-97% -$394K 0.01% 131
2020
Q1 		$383K Buy
+16,091
New +$487K 0.3% 70

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

H2O AM's IRM Position: Q4 2020 in Review

H2O AM held its Iron Mountain (IRM) position steady in Q4 2020 at 507 shares worth $15K. The position accounts for 0.04% of the portfolio, ranked #85.

H2O AM first reported a position in IRM in Q1 2020 and has held it in 4 quarters since. The position peaked at $383K in Q1 2020. 615 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

  • H2O AM held 507 shares of Iron Mountain worth $15K as of Q4 2020.
  • H2O AM left its Iron Mountain share count unchanged in Q4 2020.
  • Iron Mountain made up 0.04% of H2O AM's portfolio in Q4 2020, its #85 holding.
  • H2O AM first reported a position in Iron Mountain in Q1 2020 and has held it in 4 quarters since.
  • H2O AM's Iron Mountain position peaked at $383K in Q1 2020.
  • 615 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on H2O AM's 13F filing for Q4 2020, filed 12 Feb 2021.